Summit Financial’s Sunoco SUN Stock Holding History

Summit Financial’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.99M	Buy
2025 Q1	$5.41M	Buy
2024 Q4	$3.93M	Buy
2024 Q3	$3.82M	Buy